Caterpillar shares owned by South Shore Capital Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by South Shore Capital Advisors
from 13F filings
Historical chart of South Shore Capital Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by South Shore Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $552k | 779 | 708.46 |
| 2025-12-31 | $455k | 794 | 572.87 |
| 2022-03-31 | $218k | 980 | 222.45 |
| 2021-03-31 | $283k | 1.2k | 231.78 |
| 2020-12-31 | $222k | 525 | 422.86 |
More positions owned by South Shore Capital Advisors
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